based in Marlow, Buckinghamshire

We work with private clients,

business owners, professionals and trustees

We design tailor-made solutions

that take you from where you are to where you want to be

Welcome to Ergowealth

Our name is derived from the famous expression “cogito ergo sum”, meaning “I think therefore I am”.

Ergowealth was founded in 2014 by a group of financial professionals with a common vision: to provide a truly integrated financial planning service, working to the highest professional standards to deliver the best possible outcomes for our clients.

We believe in a logical, empirical approach to financial planning, which is why we often call it ‘financial engineering’.

cogito

ergo

sum

Our Chartered status

We’re proud to be a Chartered firm of Financial Planners, as awarded by the Chartered Insurance Institute (CII). Chartered status is the ‘gold standard’ of financial planning and positions our firm amongst the UK’s leading practices.

By working with a Chartered firm, you can be confident that you will receive the best possible advice, service and support.

What do our clients have to say?

I have been very happy with the help I have received from Ergowealth, in particular, Nick Hutchings. I needed help with my various pensions and what I should do with them and how I could set up a new pension moving forwards as I have been self-employed for a number of years. I am not a 'finance' person and Nick gave me the appropriate advice and guidance as I requested. He also helped me set up Income Protection cover which I didn't think would be possible. I now feel very comfortable with the steps taken for my current financial needs. Nick has been very professional and easy to deal with. Ergowealth has a friendly office atmosphere and everyone I have spoken with has been very professional. I have no hesitation in recommending Ergowealth.Gill, BuckinghamshireA client since June 2017

I needed financial advice after my husband died. We would have needed advice about pensions when he retired but that was some years away. I found Ergowealth through the FCA, and met Nick, one of their advisers. He comprehensively assessed my financial position and took a lot of time and trouble to find out what was important to me for the future. I knew very little about finance but Nick takes the time to explain the options and I’m learning. I feel confident in his knowledge and experience, and that he gives the best advice in the light of what I tell him. There’s no way I could have known the best way to manage my money without his help, and I feel as financially secure as anyone can in an unpredictable world.Miriam, BuckinghamshireA client since January 2018

Lesley was recommended to me by my solicitor in 2015. After a very messy divorce, I needed some honest advice about how to invest a substantial amount of money for me and my family’s future. Lesley guided me through the process in a calm and knowledgeable manner. She is a very positive person who always explains things carefully and makes you feel that you are in complete control of your investment. I feel very safe in her hands and know that she will do what is right with my money in order that our future will be bright.Ms P, ChristchurchA client since 2015

Fifteen years ago, we faced a large Inheritance Tax bill since our parents had done little financial planning. We did not want to make the same mistake and, although we were reasonably financially aware, we needed professional help. Lesley Mansfield helped us to organise our affairs by setting up Trusts, investing in a ‘care’ policy for our later lives and by setting up insurance policies that will help with any future Inheritance Tax bills. She also advised on the appointment of stock brokers and other legal and trust specialists. We now maximise our financial position with a minimum of worries, enabling us to enjoy our retirement to the full whilst also assisting in developing our grandchildren. We are delighted with the job she has done for us - and with the close personal relationship we have developed with her over many years - and are very pleased to endorse Lesley and Ergowealth.Mr and Mrs W, Frimley GreenClients since 2003

Financial engineering

Because of their origins in logic, the tailor-made solutions that we recommend are carefully formulated to take you from where you are to where you want to be.

Ergowealth Ltd is an appointed representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority. Company registered in England number 08302405. Registered office: Derwent House, Dedmere Road Marlow Buckinghamshire SL7 1PG. Decisions should not be taken based solely on the content of this website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.